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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $425,988 | $196,972+116.3% | $182,262+133.7% | $198,609+114.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 27.88% | 158.27%-130.4pp | 140.60%-112.7pp | 202.70%-174.8pp |
| Employer contribution / active EE | $12,598 | $5,364+134.9% | $5,046+149.7% | $5,055+149.2% |
| Participant deferral / active EE | $9,259 | $8,643+7.1% | $8,276+11.9% | $6,977+32.7% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |